Answers - Quick Links

Only 100 records sync, 1 Campaign or List and 1 Email Campaign syncs back, why?

If on our 2 week free trial for SyncApps we only sync 100 records, 1 Campaign, Marketing List or Tearsheet, including 1 Saved Search. 

100 opt-outs sync back to CRM on all SyncApps Free Trials.

We limit our records sync so that you can test with complete confidence that you are not going to mess with your CRM or system of record data as in our Paid plans you can sync unlimited records on each scheduled sync or on demand.

We also allow unlimited Campaigns to sync every 24 hours.  If needing Campaigns to sync more often than every day please use our Enterprise plans.

Be sure to also check the below when using any Email Marketing platform to sync data:

  • Only contacts and leads with valid email addresses will be synced.
  • Also if two or more contacts or leads have the same email address, then only one contact or lead will be synced for that email address.
  • Role addresses, group addresses and aliases email addresses are excluded in the sync.
    Examples: abuse@, admin@, serviceadmin@, all@, everyone@, ftp@, sales@, marketing@, @yahoogroups.com, @googlegroups.com etc.
  • Any Contact that is opted out in your CRM is excluded on any sync (in Zoho CRM and NetSuite)
  • Contacts that have Do Not Allow, donotbulkmail set to true are excluded on each sync (in Microsoft Dynamics CRM)
What does this "Reset Sync Process" button in my Sync Profile page do?

SyncApps always tries to sync only modified data between your software applications. This method is a best practice rather than trying to sync all data each time you run your SyncApps.

Let's face it sometimes the APIs of different software apps go down so you might not have your marketing Lists populated in time or you need to true up your CRM to your Marketing Automation solution.

If all of your data needs to be re-synced, at any time, please click on the "Reset Sync Process" button and during the next sync process all your data between your software applications will sync.

*Please note - you will not lose your previous settings in your Sync Profile.

Integration Onboarding and Services Packages

Do you need more custom features for your integration? Well, no Problem! SyncApps Development team can do it for you!

All you have to do is to purchase our Services Package and start syncing together with your uniquely requested custom feature. Isn't that cool?

To purchase our Services Package, follow these very simple steps:

  1. Log in to your SyncApps account and press the Upgrade tab.
  2. Then head over to the Services Package and select the Service Plan of your choice or as prescribed by our Development team.

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Have a Sync Profile yet need assistance with our Software Expert? We do also offer Paid Phone Support just  proceed to our Services Page:

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Need more questions? Get in touch with our 24/7 support folks through support@cazoomi.com.

 

 

Why are not ALL my campaigns from my Email Marketing application being synced to my CRM during my Trial?

During the 14 day free trial only 1 Campaign will be synced per day.

On paid plans you can schedule the time of day to sync Campaigns each day and if you need more Campaign sync times per day do let us know as this feature is available on our Enterprise plans.

How SyncApps Integration Works in Real Life

Select your SyncApps - integrate your business Apps!

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Signing up for an account is as easy as putting in your Email, Name, Company Name and choosing your password.

After you create an account, you and your company will get instant access to all Sync Profiles for 2 weeks and we don't require a credit card during the trial, so you get to try Cazoomi risk-free.

How do I find my Sync Profile ID or URL?

To find your Sync Profile ID or URL please press the link to a Sync Profile on your dashboard. The Sync Profile ID is located right underneath the Summary and the URL is in the browser next to the "lock" icon.

SyncApps Server IP Addresses for Trusted IPs and Firewall white-list

 

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If you have on-premise software such as SugarCRM on-premise, MS Dynamics CRM, Parature, JIRA with firewall configured please add the following IP addresses to your firewall white-list so SyncApps servers can connect to you applications:  
 
  • 50.57.94.62
  • 162.242.161.75
  • 104.239.198.175
 
The above IP addresses also need to be added to the trusted list if you use Salesforce trusted IPs, NetSuite IP address restriction or other IP address based restriction rules.
 
 
NetSuite Error Example
Error on sync: Invalid login. IP Address does not match any of the IP Address rules specified for this entity. (Error code: USER_ERROR)

Solution
Add the SyncApps IP addresses to trusted networks list.

Salesforce Specific Error Issues
Invalid username, password, security token; or user locked out. Are you at a new location? When accessing Salesforce--either via a desktop client or the API--from outside of your company’s trusted networks, you must add a security token to your password to log in. To receive a new security token, log in to salesforce.com at http://login.salesforce.com and click Setup | My Personal Information | Reset Security Token. (Error code: LOGIN_MUST_USE_SECURITY_TOKEN)]
 
 
Solution:
Add the SyncApps IP addresses to trusted networks list.

Feel free to email our Support team [support@cazoomi.com] if you have any problems which you need to address as we are really excited to have you as subscribers for the next growth build-out at Cazoomi.

Thanks again for being a SyncApps subscriber and let us hear from you on community.cazoomi.com when you have questions, enhancement requests or any issue.




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